Veronica_Holme4

Are you able to sync it by changing the name of "Event" within Marketo rather than Salesforce? Marketo already has an object synced called Event, but if you changed it in this new path to "Event 2" or something like that within the custom object sync interface in Marketo, I can't see any reason why it would not sync the object again under this new Marketo custom object. It does mean you have two copies of your Event object synced to Marketo, but it'd get you want you want in terms of targeting? ... View more

Yeah... unfortunately not possible to create a PMCF with type of Score at this time. ... View more

If what you mean by "when a person fills out the field" is through a Marketo form, that's where you will need to put the validation. You cannot put this validation on the custom field in Marketo itself. There's plenty of ways to build custom form validation through javascript. ... View more

Hi Nancy... the answer here is a bit "it depends", and it can be done but only if it is set up in a certain way for a specific scenario. By default, the 1:1 Marketo Program - Salesforce Campaign sync does sync the Campaign Type field - when  you create a Salesforce campaign from Marketo and sync it at the program level, it actually populates the Campaign Type with the Marketo program channel value. Plus, it only syncs once, one way from Marketo to Salesforce. So you can access certain Campaign Types by filtering by program channel (very odd I know), and it only works in this specific scenario.   If you are just trying to use Salesforce campaigns to build lists and use the campaign type as a constraint it unfortunately currently isn't available. That value doesn't come across to Marketo. ... View more

Hi Kevin That limit is actually a Salesforce limit, rather than a Marketo one. Marketo simply allows you to send to as many leads/contacts as you can build into a list view, which is 200. There's no way as far as I understand to limit the size of list views in Salesforce by profile/role, and I'm not sure you'd want that anyway as they are useful for many other sales functions. You've only got two choices here really - allow up to 200 sends at once, or remove the mass send button entirely and allow only single sends from the contact/lead record. ... View more

+1 to this - it's how I've managed it in the past. The last thing you should do is create a new checkbox for each year, you're right, that'll be hard to maintain and they keep stacking up... ... View more

+1 to that. We are in the process of doing it, and it involves, as Sanford said, "dangerous and significant Apex development". Don't even know yet if it'll work really. I didn't get a say in whether to do it or not, but if I had I would have advised against it I think. ... View more

Jon - I have very often used option #3 to do the controls exactly as you described. It's a bit clumsy but works well. ... View more

Hi Jon The issue I have with "Hide from Marketo" is not only that it's a negative, but I think it potentially could fool people into thinking you can "hide" something from Marketo that is already synced, which isn't actually true. Ticking that box will stop future syncs, but won't remove that person from the Marketo sync if they've already been synced. It's generally a usability thing. If Syn to Marketo is true, you know they are there already, and can work to exclude. The best practice is usually "Sync to Marketo", where you deliberately have to put set rules in place to include people in the sync, not to exclude, which in practicality I find easier to manage ongoing. Yes, sometimes it makes the original process more difficult, but ongoing I find it easier. ... View more

Hi Lauren You are hitting your Salesforce API limits so new connections by Marketo are being rejected once this happens. These limits are reset every 24 hours by Salesforce, so while it does resolve itself, it's possible to get a new error each day when you reach the limits again. You need to talk to your Salesforce Admin about upping your available API calls, or perhaps changing how often Marketo syncs, checking which other applications are chewing up your Salesforce API calls, or put in a strategy to minimise the number of calls used per sync round. ... View more

Or just use the A/B test but choose to test on 100% of the audience, that way you still get to use the email program dashboard which random sample won't give you and you don't need to send a "winner". ... View more

Yeah - this is usually the message you get when you try to sync somebody with a value that isn't in the picklist validation for SFDC - can you go back and 100% check that the lead that is being pushed across to SFDC is exactly the same format? USA can mistakenly be U.S.A or USA. or usa (caps matter for SFDC picklist validation)... just make sure they are exactly the same. Also check that the person wasn't previously lready in Marketo with the wrong country value and you perhaps have a block field update on Country? I mean, there's could be lots of scenarios here, just make sure the data you're attempting to pass across is exactly what you think it is. ... View more

If you have some other custom fields managing your unsubscribe on some people, run a few Change Data Value processes first to ensure that ALL persons in your database have an unsub value you trust in Marketo's standard unsubscribe field. Doing your due diligence here will allow you to use the durable unsub with confidence. This is a very longstanding feature of Marketo, is well tested and trusted. The only reason it wouldn't work is if your data isn't cleaned up first. ... View more

Hey Olya - in Australia there's a requirement to both opt people in and out (if requested) from SMS. Sanford's $$ point is a good one, but not something you need to worry about within Australia as we don't get charged for receiving texts at all here. But yes, check with your own legal on this. ... View more

Agree with what everyone else has to say about what will happen here - you are headed for heaps of duplicates. Firstly, I'd say that this scenario is too complex for a post on the community. You need a Marketo consultant (partner/professional services) to advise you ASAP and build a strategy that fits your circumstances. having done this hundreds of times, when I read your post I had a million questions that would go into advising you what to do. 1. When you say that you are doing a massive dump into Salesforce, how is this data coming in? If you are using the Salesforce API rather than list import functions you get a heck of a lot more flexibility in terms of deduping that data based on email or other criteria on your way in. In your scenario of syncing the Marketo data as leads back into Salesforce, you could do a dedupe on SFDC after that, but it would depend on what format your data is in, and whether the data coming from Marketo as leads causes you an issue. 2. Is the email activity you've done in Marketo so far worth saving? You could push all your email reports out into another database so you have the results, if you can use the API you could push out activities into a database first, empty your Marketo and start again. 3. I'd want to know how many fields we are talking about in Marketo that you've already uploaded data into - just the standard fields or have you built custom fields in Marketo that now need to be remapped into your Salesforce sync? (there are more considerations here than just data). 4. Have you looked at third-party tools to help you de-dupe Marketo if you did go down that road? Sometimes that solution is just easier if the data volumes are not that big. Do yourself a favour here, hire a consultant to help you plan your next steps, or you could spend weeks/months undoing a decision based on something somebody told you on a message board that doesn't have a hope of considering ALL the factors in your environment. ... View more

Hi Jennifer - this original post is from 2014. I'd recommend you start a new thread with your question and you'll get responses. ... View more

The number of fields in your instance will have no impact (in my experience) on how quickly your reports load. The amount of overall persons in your database and how large the report is that you're trying to run will impact this. ... View more

If that doesn't work, issues with the support portal can be logged through marketocares@marketo.com ... View more

Yeah, as others have alluded, we need to first break it down into which system is actually making the change to know where to focus troubleshooting efforts. The activity log in Marketo or the log in SFDC should tell you which one is the troublemaker. It sounds to me like you have something conflicting - perhaps a workflow triggering in SFDC conflicting with the Campaign-Program sync in Marketo. I've unwittingly gotten myself in terrible tangles in the past when conflicting workflows send things into a change loop. ... View more

That is likely to be an intermittent issue, something network related. In any case, it's a prime example of something where you should go straight to support because nobody here can troubleshoot your platform issues really if something is actually going wrong with the software or network. ... View more

Honestly, you're a bit all over the place there. Can you take a step back and tell us what you're trying to accomplish? Here, you're talking about the contacts sync, and delving into the object sync, which doesn't have anything to do with the standard objects honestly, it's all about custom objects. There are a few reasons why something might update in Marketo and not Salesforce: 1. Backlog - sometimes things just take some time 2. Are you 100 SURE you did not create new leads when uploading them into Marketo and that they all deduped with the existing Salesforce records? The method you have done this is not exactly the way I'd recommend mass updating contacts. 3. Are any of the your records/fields being blocked from updating in SFDC (persmissions issues). ... View more

If you want to test if emailing your leads (I assume you mean multiple times) more times or less times improves their responses, then surely using behaviour to switch them between static lists ruins the test? If you do need to switch them you'd need smart campaigns listening for behaviour and doing add to and remove from list actions to switch them between the static lists, but it kind of sounds like this would defeat the purpose of the test? I'd be pushing them into separate control groups (your methodology for doing that with random sample sounds fine), run separate email programs using the people in each list to track successes, and then do a comparison of response rates (or whatever your engagement criteria is) after a defined time period or number of tests. ... View more

Hi - are you trying to chat with other users about Sky? Or submit a comment or suggestion to Marketo itself? If you need help from the community, feel free to post your question in this discussion forum and someone may know the answer. If you're trying to actually submit a suggestion, comment or bug report to Marketo on Sky, I usually email skyfeedback@marketo.com and I get a response. ... View more

Wow, there's lots of questions in there. I'm not sure I'll hit all of them but here's some thoughts: Avoid using Transition Rules to manage transitions between streams - as you've noted, use Smart Campaigns instead in the Nurture program to better control your transitions (very simple trigger-based transitions can use transition rules, I just prefer the SC flexibility). Use "Behavior Score" or "Lead Score" field is greater than a specific value as your smart list (or if you need to do it real time, a Score is Changed trigger) and Change Engagement Program Stream flow step as you've indicated if you want to change streams based on a score value. A lot of the other questions are entirely dependent on your company. You would move them to "Goal Met" when they meet the goal! But you need to define that, and you'd generally define that with your sales team. However, I would stress that the goal of every nurture is not closing the deal. You can build nurtures that are a success simply if they move people from one part of the the lifecycle to the next - that's the beauty of Marketo, it's so flexible you get to define what that goal is. First I'd define your lifecycle, then define where this nurture fits in your lifecycle and the purpose of it. Is it to sell? To get a demo? To move them to MQL status? What's the point? Every program needs to have a purpose, a measure of success, Nurture is no different. The content itself must suggest a particular goal for you. ... View more

I'd disagree with characterising nested email programs as a "workaround"! It's how it is done, and it works well. In place of a smart campaign to run your invitation blast, you use a nested email program in the event program instead, and use the A/B testing functionality within this email program. Yes, if you want to do multiple waves of invitations you will need multiple email programs within the event to do it, but if you were A/B testing each wave you'd want to do that anyway. ... View more